Hexaview Technologies

Hexaview Technologies is a company that provides technology services and engineering for enterprise customers. The firm operates as a digital transformation and software engineering services provider. Headquarters are in the United States, with projects and clients cited in multiple U.S. cities; client engagements and partner references indicate activity across North America and work for globally distributed customers.

Services and capabilities include:

• AI engineering and machine learning systems: development and integration of AI models (including large language model work and DialogFlow integration), human-reviewed model outputs, and human-in-the-loop validation processes.
• Data engineering and analytics platforms: design and delivery of data lakes and data warehouses, ETL pipelines, data transformation services, PDF and siloed data extraction, governed data platforms and traceability for analytics consumption.
• Cloud migration and platform operations: phased cloud transitions, deployment to Azure cloud, rollback guardrails, post-move performance tuning, and cloud-ready architecture implementations.
• Legacy modernization and application migration: AI-assisted code migration, zero-downtime transition strategies, secure modern stack delivery, and re-architecture of existing systems.
• CRM and workflow implementation: Salesforce implementations and CRM migrations, automation of customer onboarding workflows, custom labels and admin-friendly workflow visualizations.
• Quality engineering and CI/CD: automated testing pipelines, CI/CD quality gates, risk-based verification, and test strategy including manual, automation and performance testing.
• Product and API engineering: senior-led development pods, API-first scalable designs, microservice development, and delivery of cloud-ready product engineering.

Industry focus and typical work performed:

• Financial services and wealth management: building data lakes for custodial data aggregation (LPL, Fidelity, ORION), rebalancing engines, advisor desktop platforms on Oracle, trading and accounting system migrations, and analytics dashboards for wealth firms and banks.
• Fintech: AI-driven product development, LLM-based conversational systems, and integration of analytics into customer-facing portals.
• Enterprise software and technology firms: MS SQL implementations, platform servicing, and product modernization for vendors and technology providers.
• Healthcare and travel (mentioned as target sectors): AI engineering and regulated-environment practices referenced for work in regulated industries, indicating compliance-aware implementations.

Selected clients and case examples:

• White Oak Global Advisors: implementation of a data lake ingesting custodian data via SFTP and Azure Blob storage, daily automated data loads, and a data warehouse for analysis.
• Paralel Technologies: development of AI-driven systems involving large language models and DialogFlow integration.
• TIFIN, Prio Wealth, Blaze Portfolio, Prosper, FolioMax: engagements covering AI solutions, MS SQL projects, platform servicing, and platform modernization work.
• Adobe: ongoing development contributions integrated into Adobe delivery processes.
• Baker Avenue and BNY Mellon: automated customer onboarding workflows and an advisor desktop platform built on Oracle Database, respectively; Baker Avenue work included workflow visualization and admin tools.

Technology and delivery approach:

• Recurring technical themes include data platform construction (data lakes, warehouses), Azure cloud deployments, use of SFTP and Azure Blob for data ingestion, and Power BI for dashboards.
• Integration and API-first design are emphasized through microservices and data transformation layers enabling internal and external integrations.
• Automation is applied across testing and delivery: automated testing pipelines, CI/CD gates, performance testing, and rollback/guardrail strategies for migrations.
• Delivery model uses senior-led pods with onshore/offshore blends, change control artifacts such as runbooks and SLAs, and human-reviewed AI processes to support regulated-audit requirements.